See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,734 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $16,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,078 | $85,135-72.9% | $98,907-76.7% | $73,409-68.6% |
| Participation rate | 64.2% | 81.1%-16.9pp | 76.0%-11.8pp | 72.2%-8.0pp |
| Annual return | 14.65% | 19.14%-4.5pp | 196.43%-181.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $652 | $2,721-76.1% | $2,689-75.8% | $2,234-70.8% |
| Participant deferral / active EE | $2,066 | $4,349-52.5% | $4,244-51.3% | $3,805-45.7% |
| Admin fee / account holder | $259 | $139+85.7% | $6,642-96.1% | $158+63.8% |